The Multi-Account ETF Portfolio Playbook - 2026 Edition

One portfolio. Several accounts with coordinated jobs.

A 38-page PDF companion from Boring Money Wins, by BAO Productions, for U.S. investors coordinating taxable brokerage, Roth IRA, and 401(k) accounts.

Learn to separate asset allocation from asset location, look through mixed funds, work with limited retirement-account capacity, and plan contributions and rebalancing across accounts. Includes two complete hypothetical placement cases, examples of transition costs and market stress, household wash-sale coordination, four practical worksheets, and 19 primary sources.

Build an account inventory, exposure table, placement plan, contribution schedule, and maintenance policy. A companion to The Taxable Brokerage Account Playbook; sold as a separate digital ebook.

American English. PDF for download, printing, or annotation. Worksheets are not automatic calculators. No physical book, coaching, or personalized portfolio service. Educational information only, not individualized investment, financial, legal, or tax advice. Allocations and tax examples are hypothetical; no return or tax saving is guaranteed.